Fidelity Disruptive Technology ETF
FDTX
10 hedge funds and large institutions have $20.1M invested in Fidelity Disruptive Technology ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 5 closing their positions.
2% less capital invested
Capital invested by funds: $20.5M → $20.1M (-$434K)
3.77% less ownership
Funds ownership: 22.33% → 18.56% (-3.8%)
17% less funds holding
Funds holding: 12 → 10 (-2)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
+$183K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$116K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$74.6K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$60.2K |
| 5 |
Morgan Stanley
New York
|
+$765 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.48M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$553K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$246K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.2K |
FDTX Hedge Fund Activity: Q4 2023 in Review
10 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity Disruptive Technology ETF (FDTX) for Q4 2023, worth a combined $20.1M — down 2.1% from $20.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FDTX and 3 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Beam Wealth Advisors, opening a new position worth an estimated $183K. The largest seller was Jane Street, exiting entirely with an estimated $2.1M sold.
- 10 institutional investors held Fidelity Disruptive Technology ETF (FDTX) as of Q4 2023, down from 12 in Q3 2023.
- Funds reported $20.1M of Fidelity Disruptive Technology ETF stock for Q4 2023, down 2.1% quarter-over-quarter.
- 3 funds opened new Fidelity Disruptive Technology ETF positions in Q4 2023 and 5 closed out, a net change of -2 holders.
- The largest Fidelity Disruptive Technology ETF buyer in Q4 2023 was Beam Wealth Advisors, an estimated $183K added.
- The largest Fidelity Disruptive Technology ETF seller in Q4 2023 was Jane Street, an estimated $2.1M sold.
Based on aggregated 13F filings for Q4 2023.